See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,109 | $90,348-20.2% | $75,972-5.1% | $145,922-50.6% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.1%+26.6pp | 80.3%+15.4pp |
| Annual return | 14.38% | 620.88%-606.5pp | 359.55%-345.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,929 | $3,311-11.5% | $2,685+9.1% | $4,660-37.1% |
| Participant deferral / active EE | $6,839 | $5,162+32.5% | $4,255+60.7% | $6,688+2.3% |
| Admin fee / account holder | $1,151 | $8,467-86.4% | $6,467-82.2% | $13,397-91.4% |